AdvisorCensus / Financial advisors / Ohio / Dayton, OH / Raymond James & Associates, Inc.
Financial advisors in Dayton, OH using Raymond James & Associates, Inc.
3 SEC-registered investment advisory firms headquartered in the Dayton, OH metro area name Raymond James & Associates, Inc. as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Bond Tech Inc | Bellbrook | SEC-registered investment adviser | $100 million to $500 million |
| M.K. Brown Wealth Advisory | Oakwood | SEC-registered investment adviser | $100 million to $500 million |
| Rightwealth Advisors, LLC | Miamisburg | SEC-registered investment adviser | $100 million to $500 million |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Raymond James & Associates, Inc. nationwide
Cite this page
AdvisorCensus. Financial advisors in Dayton, OH using Raymond James & Associates, Inc.. https://advisorcensus.com/advisors/oh/dayton/custodians/raymond-james-associates https://advisorcensus.com/advisors/oh/dayton/custodians/raymond-james-associates